sponsored by:

Author Archive: blueguyzee

rss feed

Daily Sentiment Report: 12.3.12

The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]

December 2, 2012 | 0 Comments More
Investor Sentiment: This is an Issue

Investor Sentiment: This is an Issue

Ok, this is becoming an issue with this market.  When looking at the sentiment data, we note 3 things.  One, the bearish extremes in investor sentiment are not too extreme.  The recent bearish extreme in the “dumb money” indicator (i.e., bull signal) has lasted all but one week.  The last signal on June 8, 2012 [...]

December 2, 2012 | 4 Comments More

Daily Sentiment Report: 11.30.12

The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]

November 29, 2012 | 0 Comments More
The Stupidity and Folly of the Crowd: Your Guide to the Fiscal Cliff

The Stupidity and Folly of the Crowd: Your Guide to the Fiscal Cliff

Fiscal cliff, fiscal cliff, fiscal cliff.  Those two words are all over the print and electronic media.  It is hard to escape unless you are like most Americans  and believe that Obama has your back and this is why you voted him.  So why worry.  Or you just don’t know enough to care, so why [...]

November 29, 2012 | 7 Comments More

Daily Sentiment Report: 11.29.12

The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]

November 28, 2012 | 0 Comments More

Daily Sentiment Report: 11.28.12

The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]

November 27, 2012 | 0 Comments More
Real Time Recession Indicator: 11.27.12

Real Time Recession Indicator: 11.27.12

A real time recession indicator constructed from a composite of leading economic indicators, high frequency economic data, and SP500 pricing models continues to suggest that the US economy is NOT in recession.

November 27, 2012 | 0 Comments More
Inflation Pressures: All Clear

Inflation Pressures: All Clear

A composite indicator constructed from the trends in yields on the 10 year Treasury bond, gold and the CRB Index suggests that inflationary pressures should be a non-factor for the equity markets. The indicator is shown in figure 1, a weekly chart of the SP500. I last discussed this indicator and its significance in this [...]

November 27, 2012 | 6 Comments More

Daily Sentiment Report: 11.27.12

The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]

November 26, 2012 | 0 Comments More
Charts of the Week

Charts of the Week

We have not one but two charts this week for your viewing pleasure.

November 26, 2012 | 0 Comments More
The Chart Book: 11.26.12

The Chart Book: 11.26.12

A graphic representation of the markets to keep you on the right side of the trend.

November 26, 2012 | 0 Comments More

Daily Sentiment Report: 11.26.12

The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]

November 25, 2012 | 0 Comments More
Investor Sentiment: A Gift

Investor Sentiment: A Gift

In last week’s “gift” to investors, the SP500 gained 3.5% making up all of the losses that it had sustained for the month of November.  I am sure that more than one investor is wondering: Why ever sell?  Such is our markets where investors have been conditioned that they will not experience the pain of [...]

November 25, 2012 | 7 Comments More
Real Time Recession Indicator: 11.21.12

Real Time Recession Indicator: 11.21.12

A real time recession indicator constructed from a composite of leading economic indicators, high frequency economic data, and SP500 pricing models continues to suggest that the US economy is NOT in recession.

November 21, 2012 | 0 Comments More

Daily Sentiment Report: 11.21.12

The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]

November 20, 2012 | 0 Comments More

Daily Sentiment Report: 11.20.12

The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]

November 19, 2012 | 0 Comments More